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BELLEVUE ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BELLEVUE ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001801619
持仓数
369
前50大市值合计
$179.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 13
增持 48
减持 61
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$12.8M
328,141
+4554%
减持
JPUS
JP MORGAN EXCHANGE TRADED F
-$4.8M
54,683
-1%
清仓
—
JOHN HANCOCK EXCHANGE TRADED
-$3.8M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
+$3.5M
152,151
+11%
清仓
—
JOHN HANCOCK EXCHANGE TRADED
-$2.7M
0
-100%
清仓
—
JOHN HANCOCK EXCHANGE TRADED
-$1.6M
0
-100%
清仓
—
JOHN HANCOCK EXCHANGE TRADED
-$1.4M
0
-100%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$1.1M
4,895
-86%
减持
AAPL
APPLE INC
-$954.6K
63,230
-2%
减持
SBUX
STARBUCKS CORP
+$901.9K
74,550
-1%
清仓
—
JOHN HANCOCK EXCHANGE TRADED
-$898.0K
0
-100%
减持
LMBS
FIRST TR EXCHANGE- TRADED FD
-$841.8K
130,370
-12%
减持
AMZN
AMAZON COM INC
-$734.4K
20,620
-3%
减持
TSLA
TESLA INC
-$526.7K
3,296
-14%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$476.4K
81,391
+6%
增持
JPIN
JP MORGAN EXCHANGE TRADED F
+$411.4K
47,789
+7%
增持
QLV
FLEXSHARES TR
+$273.4K
81,318
+1%
减持
COST
COSTCO WHSL CORP NEW
-$186.4K
7,354
-1%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
+$183.2K
50,055
-1%
减持
CSCO
CISCO SYS INC
+$153.2K
26,280
-1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$139.7K
38,709
-6%
减持
JPM
JPMORGAN CHASE & CO
+$138.3K
5,576
-1%
增持
ABT
ABBOTT LABS
+$137.6K
13,418
+0%
减持
GOOG
ALPHABET INC
-$119.8K
8,240
-4%
减持
GOOGL
ALPHABET INC
-$112.8K
9,642
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$86.3K
1,338
+16%
减持
AMGN
AMGEN INC
+$79.7K
5,884
-7%
减持
VHT
VANGUARD WORLD FDS
+$75.0K
3,824
-0%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$71.9K
5,597
+211%
减持
SCHD
SCHWAB STRATEGIC TR
+$55.3K
9,924
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$55.3K
11,230
-8%
建仓
JEPI
JP MORGAN EXCHANGE TRADED F
+$54.1K
1,000
减持
LRGF
ISHARES TR
-$53.9K
2,590
-38%
减持
V
VISA INC
+$53.4K
2,396
-2%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$46.3K
2,785
-16%
减持
FNDB
SCHWAB STRATEGIC TR
+$45.5K
11,690
-0%
增持
VNQ
VANGUARD INDEX FDS
+$44.8K
1,086
+102%
建仓
JEPQ
JP MORGAN EXCHANGE TRADED F
+$44.5K
1,100
减持
GLD
SPDR GOLD TR
-$44.0K
100
-74%
减持
SCHO
SCHWAB STRATEGIC TR
-$43.6K
28
-97%
减持
DIS
DISNEY WALT CO
-$43.5K
2,783
-5%
减持
META
META PLATFORMS INC
-$39.9K
253
-51%
减持
WBD
WARNER BROS DISCOVERY INC
-$37.4K
1,242
-70%
增持
PM
PHILIP MORRIS INTL INC
+$36.6K
2,302
+0%
增持
PEP
PEPSICO INC
+$30.8K
1,948
+0%
减持
AVA
AVISTA CORP
-$29.8K
412
-67%
减持
CVX
CHEVRON CORP NEW
+$28.6K
1,565
-6%
增持
IWM
ISHARES TR
+$27.5K
228
+230%
减持
PSA
PUBLIC STORAGE
-$26.7K
300
-20%
减持
VZ
VERIZON COMMUNICATIONS INC
-$23.4K
3,056
-16%
减持
UNP
UNION PAC CORP
-$23.4K
641
-17%
减持
DVY
ISHARES TR
+$23.2K
4,010
-4%
增持
PFE
PFIZER INC
+$23.0K
3,206
+0%
清仓
QQQ
INVESCO QQQ TR
-$23.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$22.1K
2,018
+0%
减持
MRK
MERCK & CO INC
+$22.1K
1,613
-10%
清仓
—
DIREXION SHS ETF TR
-$22.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$21.9K
1,638
+0%
增持
KO
COCA COLA CO
+$20.9K
2,986
+0%
建仓
IPGP
IPG PHOTONICS CORP
+$20.8K
220
减持
PNW
PINNACLE WEST CAP CORP
-$19.8K
161
-67%
减持
MU
MICRON TECHNOLOGY INC
-$19.0K
120
-75%
减持
T
AT&T INC
-$18.2K
4,863
-28%
增持
MO
ALTRIA GROUP INC
+$16.0K
3,760
+0%
减持
VGT
VANGUARD WORLD FDS
+$15.7K
6,155
-0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$14.6K
8,220
-8%
增持
IYE
ISHARES TR
+$14.6K
2,715
+0%
增持
ITA
ISHARES TR
+$13.9K
802
+0%
减持
QCOM
QUALCOMM INC
-$13.4K
1,618
-0%
清仓
MKSI
MKS INSTRS INC
-$13.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
+$12.6K
8,361
-2%
清仓
BIDU
BAIDU INC
-$12.0K
0
-100%
增持
INTC
INTEL CORP
-$11.4K
23,838
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$10.7K
1,932
-5%
增持
GIS
GENERAL MLS INC
+$10.4K
1,911
+0%
减持
VTI
VANGUARD INDEX FDS
-$10.3K
2,323
-6%
减持
PFF
ISHARES TR
-$9.2K
879
-22%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$8.9K
3,153
-5%
减持
FPE
FIRST TR EXCH TRADED FD III
-$8.5K
3,134
-14%
增持
CAT
CATERPILLAR INC
+$8.4K
123
+1%
建仓
MBC
MASTERBRAND INC
+$7.9K
1,065
增持
OKE
ONEOK INC NEW
+$7.5K
635
+1%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$7.4K
978
-26%
增持
—
EXXON MOBIL CORP
+$7.3K
385
+1%
减持
VTR
VENTAS INC
-$7.2K
600
-29%
清仓
BRLT
BRILLIANT EARTH GROUP INC
-$6.0K
0
-100%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$5.2K
1,543
+0%
减持
EFA
ISHARES TR
-$5.2K
302
-30%
清仓
—
SVB FINANCIAL GROUP
-$5.0K
0
-100%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$4.9K
520
+15%
减持
PCAR
PACCAR INC
+$4.6K
2,563
-10%
增持
DUK
DUKE ENERGY CORP NEW
+$4.6K
750
+0%
减持
YYY
AMPLIFY ETF TR
-$4.3K
1,788
-16%
清仓
—
BROOKFIELD ASSET MGMT INC
-$4.0K
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$4.0K
0
-100%
减持
CRM
SALESFORCE INC
-$4.0K
145
-6%
减持
VOD
VODAFONE GROUP PLC NEW
-$3.7K
130
-67%
建仓
BN
BROOKFIELD CORP
+$3.7K
117
增持
VTV
VANGUARD INDEX FDS
+$3.5K
211
+0%
建仓
—
CHUBB LIMITED
+$3.3K
15
清仓
—
TWITTER INC
-$3.0K
0
-100%
清仓
NTNX
NUTANIX INC
-$3.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FD
+$2.9K
618
+0%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
+$2.9K
2,189
-4%
增持
DIVO
AMPLIFY ETF TR
+$2.8K
808
+0%
增持
D
DOMINION ENERGY INC
-$2.6K
254
+0%
增持
USB
US BANCORP DEL
+$2.5K
1,140
+0%
增持
SNOW
SNOWFLAKE INC
+$2.4K
45
+80%
减持
FXG
FIRST TR EXCHANGE TRADED FD
+$2.1K
2,871
-7%
清仓
KMI
KINDER MORGAN INC DEL
-$2.0K
0
-100%
清仓
—
LUCID GROUP INC
-$2.0K
0
-100%
清仓
—
ATLASSIAN CORP PLC
-$2.0K
0
-100%
清仓
—
BTRS HOLDINGS INC
-$2.0K
0
-100%
建仓
—
ROYALTY PHARMA PLC
+$2.0K
50
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$1.9K
1,308
-12%
建仓
BEAM
BEAM THERAPEUTICS INC
+$1.9K
50
减持
IYW
ISHARES TR
-$1.9K
15
-67%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$1.8K
10,585
-2%
减持
IDV
ISHARES TR
-$1.8K
301
-31%
增持
HRL
HORMEL FOODS CORP
-$1.6K
3,277
+0%
减持
AIVL
WISDOMTREE TR
-$1.5K
1,531
-9%
建仓
MCO
MOODYS CORP
+$1.4K
5
增持
VXUS
VANGUARD STAR FDS
+$1.3K
161
+1%
增持
SO
SOUTHERN CO
+$1.3K
1,287
+0%
减持
DDWM
WISDOMTREE TR
+$1.2K
1,105
-6%
建仓
IDXX
IDEXX LABS INC
+$1.2K
3
建仓
RUN
SUNRUN INC
+$1.2K
50
建仓
SONO
SONOS INC
+$1.1K
69
建仓
—
NOMAD FOODS LTD
+$1.1K
66
增持
COP
CONOCOPHILLIPS
+$1.0K
103
+1%
清仓
LUNG
PULMONX CORP
-$1.0K
0
-100%
清仓
—
MIRATI THERAPEUTICS INC
-$1.0K
0
-100%
清仓
FIGS
FIGS INC
-$1.0K
0
-100%
清仓
—
FUELCELL ENERGY INC
-$1.0K
0
-100%
清仓
LAW
CS DISCO INC
-$1.0K
0
-100%
清仓
—
MARQETA INC
-$1.0K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.0K
0
-100%
清仓
CMRC
BIGCOMMERCE HLDGS INC
-$1.0K
0
-100%
清仓
—
NEVRO CORP
-$1.0K
0
-100%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$942
410
+0%
增持
YETI
YETI HLDGS INC
+$860
70
+17%
增持
FXI
ISHARES TR
+$783
310
+1%
增持
GLW
CORNING INC
+$747
213
+1%
增持
F
FORD MTR CO DEL
+$726
757
+4%
增持
DG
DOLLAR GEN CORP NEW
+$716
7
+17%
增持
CBRE
CBRE GROUP INC
+$680
22
+5%
增持
HEI/A
HEICO CORP NEW
+$674
31
+3%
增持
MTN
VAIL RESORTS INC
+$658
7
+17%
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$643
2,666
+0%
增持
NEE
NEXTERA ENERGY INC
+$638
153
+1%
